Update client details

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General information

To update your client details, open the respective client profile and press "Update" to display the Update client page:

CV update button.png

Here you can update general info about the client (e.g. name, address, VAT number, etc.) and information about the client’s primary user:

ClProf update.jpg

Please note that this info is used in the client's invoices generated by the system.

In the ProZ.com Blue Board section, you may also update the URL address of the client record on the ProZ.com Blue Board (this option will be available soon).


If you mark the "Assignable" checkbox, the client can be assigned to projects\quotes (appears in the drop-down list when creating projects\quotes):

Client assignability.png